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ADTN Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
9.655
Open
9.360
VWAP
9.52
Vol
875.38K
Mkt Cap
773.53M
Low
9.300
Amount
8.34M
EV/EBITDA(TTM)
15.94
Total Shares
80.66M
EV
1.23B
EV/OCF(TTM)
9.51
P/S(TTM)
0.71
ADTRAN Holdings, Inc. is a provider of open, disaggregated networking and communications solutions that enable voice, data, video and Internet communications across any network infrastructure. Its segments include Network Solutions, which offers hardware and software products, and Services & Support, which includes a portfolio of network design and implementation services, support services and cloud-hosted SaaS applications. The segments span across Subscriber Solutions, Access & Aggregation Solutions, and Optical Networking Solutions. Its Subscriber Solutions portfolio is used by service providers to terminate their access services infrastructure at the customer's premises. The Access & Aggregation Solutions are solutions that are used by communications service providers to connect subscribers. Its Optical Networking Solutions are used by communications service providers, Internet content providers and large enterprises to securely interconnect metro and regional networks over fiber.
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Events Timeline

(ET)
2026-02-26
05:40:00
Company Reports Q4 Revenue of $291.56M, Exceeding Expectations
select
2026-02-26
05:40:00
Non-GAAP Operating Margin Expected Between 4%-8%
select
2026-01-21 (ET)
2026-01-21
20:00:00
Company Expects Full Year Non-GAAP Operating Margin of 4.6%-4.9%
select
2026-01-21
20:00:00
Adtran Shares Up 3% to $9.59 After Q4 Pre-Announcement
select
2026-01-21
20:00:00
ADTRAN CEO States Q4 Results Exceed Expectations
select

News

seekingalpha
9.5
02-26seekingalpha
ADTRAN Q4 2025 Earnings Call Highlights
  • Strong Financial Performance: ADTRAN reported Q4 2025 revenue of $291.6 million, a 20% year-over-year increase that exceeded the high end of original guidance, demonstrating the company's robust execution and demand resilience despite typical year-end seasonality.
  • Optical Networking Solutions Growth: Revenue from Optical Networking Solutions grew 33% year-over-year, now accounting for 25% of total revenue, driven by demand from cloud service providers and large enterprises, reflecting the company's competitive edge in the rapidly expanding optical networking market.
  • Software Platform Progress: Nearly 500 service providers are now on the Mosaic One platform, with over 100 on Intellifi Wi-Fi solutions, while AI-driven Mosaic One Clarity is in trials ahead of its planned launch later this year, further enhancing the company's product competitiveness.
  • Positive Market Outlook: The company expects Q1 2026 revenue between $275 million and $295 million, with a non-GAAP operating margin of 4% to 8%, indicating an optimistic outlook on future market demand, particularly with favorable customer trends in both the U.S. and European markets.
NASDAQ.COM
9.5
02-26NASDAQ.COM
Adtran Reports Narrowed Net Loss in Q4
  • Narrowed Net Loss: Adtran's net loss in Q4 narrowed to $3.60 million from $46.11 million last year, indicating improved financial health amidst rising revenues, which boosts investor confidence.
  • Positive EPS: The company reported earnings per share of $0.16 compared to a loss of $0.02 per share last year, showcasing a significant turnaround in profitability that may attract more investor interest in its stock.
  • Significant Revenue Growth: Q4 revenue reached $291.56 million, up 23.5% from $243.85 million a year ago, reflecting strong performance amid recovering market demand, further solidifying its market position.
  • Positive Future Outlook: Adtran guided for Q1 2026 revenue between $275 million and $295 million, with non-GAAP operating margins expected between 4% and 8%, demonstrating confidence in future growth and clear strategic planning.
seekingalpha
9.5
02-26seekingalpha
ADTRAN Q4 Earnings Exceed Expectations
  • Strong Earnings Performance: ADTRAN reported a Q4 non-GAAP EPS of $0.16, beating expectations by $0.08, which reflects the company's robust profitability and boosts investor confidence.
  • Significant Revenue Growth: The company achieved revenue of $291.56 million in Q4, marking a 20% year-over-year increase and exceeding market expectations by $9.17 million, indicating sustained strong market demand driving overall performance.
  • Optimistic Future Outlook: ADTRAN anticipates Q1 2026 revenue in the range of $275 million to $295 million, with non-GAAP operating margins expected between 4% and 8%, showcasing the company's confidence in future growth and positive market expectations.
  • Positive Market Reaction: Given the better-than-expected performance and optimistic outlook, ADTRAN's stock is likely to experience a favorable market response, further enhancing its attractiveness among investors.
Businesswire
9.5
02-26Businesswire
ADTRAN Reports Strong Q4 Results Exceeding Expectations
  • Significant Revenue Growth: ADTRAN reported $291.56 million in revenue for Q4 2025, a 20% increase year-over-year, exceeding market expectations and demonstrating strong performance and sustained fiber investments in core markets.
  • Improved Profit Margins: The company anticipates a non-GAAP operating margin between 4% and 8%, reflecting management's focus on operational efficiency aimed at optimizing cost structures to enhance profitability and strengthen competitive positioning.
  • Optimistic Future Outlook: ADTRAN expects Q1 2026 revenue to range between $275 million and $295 million, indicating robust momentum with cloud and enterprise customers, particularly in the U.S. and increasing high-risk vendor replacement initiatives in Europe.
  • Investor Conference Call Scheduled: The company will hold a conference call on February 26, 2026, to discuss its full-year 2025 results, which is expected to attract investor attention and further bolster market confidence.
Newsfilter
9.5
02-26Newsfilter
ADTRAN Reports Strong Q4 Results Exceeding Expectations
  • Significant Revenue Growth: ADTRAN's Q4 revenue reached $291.6 million, marking a 20.1% year-over-year increase, exceeding market expectations and demonstrating strong performance and sustained fiber investments in core markets.
  • Margin Improvement: GAAP gross margin stood at 39.0%, while non-GAAP gross margin was 42.5%, reflecting year-over-year increases of 213 and 122 basis points respectively, showcasing the company's success in cost control and operational efficiency.
  • Strong Cash Flow: The net cash provided by operating activities was $42.2 million, indicating a robust cash generation capability that supports future investments and expansion initiatives.
  • Optimistic 2026 Outlook: The company expects Q1 2026 revenue to range between $275 million and $295 million, with non-GAAP operating margin projected between 4.0% and 8.0%, reflecting confidence in future market demand and effective strategic planning.
seekingalpha
9.5
02-24seekingalpha
ADTRAN Q4 Earnings Announcement Scheduled
  • Earnings Release Date: ADTRAN is set to announce its Q4 earnings on February 25th after market close, with a consensus EPS estimate of $0.08, indicating potential improvement in profitability year-over-year.
  • Revenue Growth Expectations: The revenue forecast for Q4 is between $290 million and $293 million, reflecting a 16.3% increase compared to the previous year, suggesting robust growth amid rising market demand.
  • Performance Beat Record: Over the past two years, ADTRAN has beaten EPS estimates 63% of the time and revenue estimates 88% of the time, demonstrating consistency in financial performance and building market confidence.
  • Revision Trends: In the last three months, there has been one upward revision in EPS estimates and two upward revisions in revenue estimates, indicating analysts' optimistic outlook on the company's future performance, which could further drive stock price appreciation.
Wall Street analysts forecast ADTN stock price to rise
3 Analyst Rating
Wall Street analysts forecast ADTN stock price to rise
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
12.00
Averages
12.50
High
13.00
Current: 0.000
sliders
Low
12.00
Averages
12.50
High
13.00
Northland
Outperform
maintain
$13 -> $14
AI Analysis
2026-02-27
Reason
Northland
Price Target
$13 -> $14
AI Analysis
2026-02-27
maintain
Outperform
Reason
Northland raised the firm's price target on Adtran to $14 from $13 and keeps an Outperform rating on the shares. The firm adjusted estimates following the company's "strong" Q4 report.
Needham
Buy
maintain
$12 -> $14
2026-02-26
Reason
Needham
Price Target
$12 -> $14
2026-02-26
maintain
Buy
Reason
Needham raised the firm's price target on Adtran to $14 from $12 and keeps a Buy rating on the shares. Management remains confident in steadily expanding operating margin via revenue growth while holding operating expenses and gross margin steady, the analyst tells investors in a research note. The firm added that it raised its price target as the company's balance sheet is less concerning, a successful FY25 recovery in is the books, and the firm has greater confidence in its FY26 outlook.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ADTN
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Valuation Metrics

The current forward P/E ratio for ADTRAN Holdings Inc (ADTN.O) is 20.89, compared to its 5-year average forward P/E of -42.79. For a more detailed relative valuation and DCF analysis to assess ADTRAN Holdings Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-42.79
Current PE
20.89
Overvalued PE
246.09
Undervalued PE
-331.67

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
69.75
Current EV/EBITDA
7.39
Overvalued EV/EBITDA
378.75
Undervalued EV/EBITDA
-239.25

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.91
Current PS
0.61
Overvalued PS
1.34
Undervalued PS
0.47

Financials

AI Analysis
Annual
Quarterly

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Whales Holding ADTN

N
Needham Investment Management, LLC
Holding
ADTN
+17.83%
3M Return
P
Paradigm Capital Management, Inc.
Holding
ADTN
+4.67%
3M Return

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Frequently Asked Questions

What is ADTRAN Holdings Inc (ADTN) stock price today?

The current price of ADTN is 9.62 USD — it has increased 0.31

What is ADTRAN Holdings Inc (ADTN)'s business?

ADTRAN Holdings, Inc. is a provider of open, disaggregated networking and communications solutions that enable voice, data, video and Internet communications across any network infrastructure. Its segments include Network Solutions, which offers hardware and software products, and Services & Support, which includes a portfolio of network design and implementation services, support services and cloud-hosted SaaS applications. The segments span across Subscriber Solutions, Access & Aggregation Solutions, and Optical Networking Solutions. Its Subscriber Solutions portfolio is used by service providers to terminate their access services infrastructure at the customer's premises. The Access & Aggregation Solutions are solutions that are used by communications service providers to connect subscribers. Its Optical Networking Solutions are used by communications service providers, Internet content providers and large enterprises to securely interconnect metro and regional networks over fiber.

What is the price predicton of ADTN Stock?

Wall Street analysts forecast ADTN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ADTN is12.50 USD with a low forecast of 12.00 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is ADTRAN Holdings Inc (ADTN)'s revenue for the last quarter?

ADTRAN Holdings Inc revenue for the last quarter amounts to 279.44M USD, increased 22.72

What is ADTRAN Holdings Inc (ADTN)'s earnings per share (EPS) for the last quarter?

ADTRAN Holdings Inc. EPS for the last quarter amounts to -0.13 USD, decreased -69.05

How many employees does ADTRAN Holdings Inc (ADTN). have?

ADTRAN Holdings Inc (ADTN) has 3234 emplpoyees as of March 09 2026.

What is ADTRAN Holdings Inc (ADTN) market cap?

Today ADTN has the market capitalization of 773.53M USD.